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Prospecting is one of the most time-consuming parts of sales. Manually researching leads, personalising outreach, and keeping track of potential customers can easily eat up hours every week. For busy sales teams, this often means less time actually selling and closing deals. That’s where HubSpot’s AI prospecting tool steps in.
Designed to take the heavy lifting out of lead research and outreach, the HubSpot AI Prospecting Agent uses artificial intelligence to automate key tasks, helping your team focus on what matters most… building relationships and closing deals.
In this article, you’ll learn what HubSpot’s AI prospecting tool is, how it works, the benefits it brings to your sales process, and how to get started using it.
If you’re looking to save time and boost your prospecting efficiency, this could be the game-changer your sales team needs.
What Is HubSpot’s AI Prospecting Tool?
*Note not all AI Features may be available depending on your HubSpot plan. Get in touch with one of our HubSpot Experts to find out if your plan includes these features (and if not, whether it’s possible to get them added at a discount).
HubSpot’s AI prospecting tool is designed to simplify and speed up the process of finding and reaching out to potential customers. Instead of spending hours manually researching leads and drafting personalised messages, this tool uses advanced artificial intelligence to automate those tasks within your HubSpot CRM.
The AI scans vast amounts of data to identify promising prospects that match your ideal customer profile. It then helps craft personalised outreach messages based on relevant insights, ensuring your communication feels tailored rather than generic. All of this happens seamlessly inside the HubSpot platform, integrating with your existing workflows.
This tool is perfect for sales teams that want to save time, increase productivity, and focus more on building relationships and closing deals rather than getting stuck in manual research.
Frequently Asked Questions
Q: Do I need any special technical skills to use the AI prospecting tool?
A: Not at all. HubSpot designed it to be user-friendly, so even those with limited technical experience can easily integrate it into their sales process.
Q: Can the AI personalise messages effectively?
A: Yes, the AI uses data about the prospect and your company’s past interactions to create messages that feel natural and relevant.
Q: Will this replace my sales team?
A: No, it’s meant to assist your team by handling time-consuming tasks, freeing them up to focus on meaningful conversations with prospects.
How HubSpot’s AI Prospecting Tool Works
HubSpot’s AI prospecting tool streamlines your sales process by automating the early stages of lead generation and outreach. Here’s how it works:
- Data Collection and Analysis: The AI scans multiple sources—public databases, social profiles, and your existing CRM data—to identify potential leads that match your target customer profile. This saves your team hours of manual research.
- Lead Scoring and Prioritisation: Not all leads are created equal. The tool ranks prospects based on how well they fit your ideal customer profile and their likelihood to engage. This way, your sales team can focus on the highest-potential leads first.
- Personalised Outreach Generation: Using insights about each prospect, the AI drafts personalised messages that resonate with their specific needs and pain points. These templates can be customised or sent directly, helping your team maintain a human touch without the heavy lifting.
- Seamless CRM Integration: All prospecting activities happen within HubSpot’s platform, keeping data organised and accessible. Follow-ups, tracking, and analytics are managed in one place, providing a smooth experience for sales teams.
By automating these tasks, HubSpot’s AI prospecting tool allows your team to spend less time searching and more time selling.
Benefits of HubSpot’s AI Prospecting Tool
Using HubSpot’s AI prospecting tool brings several key benefits to your sales team:
- Saves Time on Manual Research: The AI quickly scans multiple data sources to find leads that match your ideal customer profile, cutting down hours of manual searching so your team can focus on selling.
- Personalises Outreach at Scale: It generates tailored messages for each prospect using relevant data, helping you maintain a personal touch while reaching more leads efficiently.
- Prioritises High-Potential Leads: By scoring prospects based on their fit and engagement likelihood, the tool ensures your team spends time on the most promising opportunities.
- Integrates Seamlessly With HubSpot CRM: All prospecting activity and data automatically sync with your CRM, keeping everything organised and easy to manage in one place.
- Reduces Sales Fatigue Automating repetitive, time-consuming tasks frees your sales team from burnout, letting them focus on meaningful conversations that close deals.
These benefits combine to help your sales process run smoother, smarter, and more effectively.
How to Use the AI Prospecting Tool
- Click on Breeze Overview in the bottom left corner of HubSpot.
- Scroll down till you see ‘Prospecting Agent’ and select the ‘Launch’ button.
- Click ‘Set up agent.’
- Enter an internal name and description for your agent, enter your website and select ‘Analyse website.’
- The agent will automatically analyse your website and produce information like the below. Edit it to ensure its accuracy, and then select the ‘Next’ button.
- Select which email accounts are notified when a contact enrolls. You can select a single user, or you can select to use the contact owner property if you have a bigger sales team. Note that in this stage, if your email account isn’t connected to HubSpot, you will need to do that.
- Select a call to action. This basically tells the agent what actions to take when it conducts outreach.
- Select the level of control you want to have over the process.
- You’ve now created your Prospecting Agent, and you will be taken to a page like this. Click ‘Enrol’ in the top right.
- Choose an option to begin enrolling contacts. You can manually enrol or create lists as required. You also have the option to set up automated workflows for enrollment.
And that’s how you set up your HubSpot Prospecting Agent.
So, what’s next?
HubSpot’s AI prospecting tool is a powerful assistant that can transform the way your sales team works.
Our recommendation: get started and give it a go. It can save significant time and help your sales reps spend more time on the things that move the needle.
If you need assistance with HubSpot, get in touch with us here.
